Best Sasmi Trust Fund Apps

4.8(157 ratings)

Free

Easily manage your health benefit account on the go. Quickly check balances, view account details, and submit claims with attached receipts. This secure app provides real-time access to your important HCRA information.

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Strong Contender

4.8😞(421K ratings)

Free

#35in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

Ally: Bank, Auto & Invest by Ally Financial Inc.

The app for all things money

Worth Considering

Track your goals on-the-go

4.7😐(114K ratings)

Free

#77in Finance

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

What We Love

🚀 Reliable app performance
👍 Helpful customer service
💡 Useful savings buckets feature
🚀 Immediate fund transfers

Room to Improve

🐛 Frequent app crashes and bugs
🕰️ Slow mobile check deposit processing
🔒 Lack of VPN compatibility
🤖 Unhelpful automated customer support
💰 Unexpected fees and account holds

More Sasmi Trust Fund apps to explore

Edward Jones

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

by American Fidelity Assurance Company

File and track claimsView policy coverageAccess EOBs

Manage your American Fidelity reimbursement accounts, insurance benefits, and annuities. File and track claims, view policy details, and access account balances. Prepare for enrollment by calculating savings and learning about available benefits.

(83K)

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Finhabits: Invest My Money

(190K)

free

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

(22K)

Principal®

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(239K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

Sav- All-in-One Money App

Gold, Stocks, Card & Analytics

AI-powered financial insightsBuy and hold goldInvest in US stocks

Manage your finances with an intelligent platform that tracks spending, optimizes cash, and offers investment opportunities. Buy gold, invest in US stocks, and earn cashback on everyday purchases. Get personalized insights to help you save more and make better financial decisions.

(6)

A mobile app for 32BJ members

32BJ Member Portal

Access health benefitsManage pension informationCheck 401(k) balance

Access your health, pension, 401(k), training, and legal benefits on the go. Manage your plans, find providers, and apply for courses or scholarships directly from your mobile device.

Advice•Protection•Retirement

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Access valuation & documents

by Desert Financial Credit Union

(0)

Desert Financial Mobile

Account DashboardPay AnyoneBudget Goals

Manage your finances anytime, anywhere with this mobile banking application. It offers a comprehensive account dashboard, secure messaging, and tools for budgeting and bill payments. Easily transfer funds, deposit checks, and find nearby branches or ATMs.

Where dreams meet funding

Send and receive money requestsConnect with friends and familySupport personal goals and causes

Connect with friends and family to send and receive money requests for personal goals or to support others in need. This platform facilitates collaborative financial assistance, breaking down traditional fundraising barriers. Turn your dreams into reality by easily requesting funds for various life events or emergencies.

Manage your OJC Fund account conveniently from your mobile device. This application allows you to view and modify your account details, including ordering monthly books and recommending funds to charities.

Manage OJC Fund accountOrder monthly booksRecommend funds to charities

Manage your retirement savings with secure login, account balance checks, and investment tracking. Get personalized guidance to adjust your savings rate and build confidence for your future.

Secure login (Face ID, Touch ID, passcode)View account balances and transaction historyTrack investments and rate of return

(12K)

free

Milliman Mobile Benefits

by Milliman, Inc.

View account detailsManage contributionsTrack investments

Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.

Singapore’s digital bank

Digital account opening in minutesUp to 15% cashback on preferred categories0% foreign exchange fees for travel

This digital bank offers a seamless account opening process and a cashback credit card with high rewards on everyday spending and travel. It also provides a savings account with competitive interest rates, easy investing options, and instant personal loans.

(266)

Stock Plan

Morgan Stanley at Work

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.